In Reply to: Re: Off the top of my head: streeaming services jack up their prices posted by confused442 on May 05, 2025 at 10:16:33
The game Netflix has to play is to have their subscribers drop other services and keep them. To do that, they need to provide a broad base, and foreign series have been a crucial component of that move. (Unless of course you're going to argue that the tariffs will not impact tv production, which is not an assumption I'm gonna make.)
By and large, they have to jack up their prices. Or get out of content creation business altogether especially in the GoT world where expectations around the production value just keeps getting escalated. So they can't have it both ways. I can't imagine the companies taking a cooperative path and keep the prices down so that they all maintain viewership. What is more likely to happen is that they start increasing their prices and force the viewers to make a choice between them and some of the other, smaller services and try to push them out of business while retaining, if not increasing, their own revenue stream despite recession.
Yes, aggregation will eventually come back as a response to the market fragmentation, but I don't know that that can happen before the streaming bloodbath (which was already on the horizon) starts.
We'll see how all this plays out in real life, obviously. I'm just stating what I'm expecting to see, with my main point being that there will be a lot of negative consequences to foreign movie tariffs.